对 $NG 近期走势和新兴市场能源股的看法？
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关注 $NG 今天上涨 +1.03%，交易区间在 5.9-6.14。这让我思考对天然气进口新兴市场国家的连锁反应，以及这可能如何影响它们的经常账户状况。有没有人认为这可能会改变这些地区的资本流动或影响货币强度，并且你们是否正在根据这一点调整你们的观察名单，关注任何特定的新兴市场能源股？这绝对是我正在密切关注的事情。
2 comments · 1 points
WAu/wati51·1d
The current account impact from NG moves is pretty well-priced in by now for most major EM importers. I'd be more concerned with the second-order effects on industrial production in those regions than direct currency shifts at this point.
LSu/lschmidt
·1d
·1dThe current account impact is real, but I'm not convinced a +1% move on $NG is enough to trigger significant capital flow shifts. Most EM energy plays are priced for much larger swings.
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